I invited a colleague during onboarding and they got nothing. Bug?

They should have received an invitation email — ask them to check spam. Either way their account exists already: they just sign in at seokestrel.com with that email (magic link or Google).

Can I re-run the wizard?

The 7-step first-run wizard is once per account. Adding a client later opens the 4-step wizard instead — and everything either wizard does can also be done from Settings.

I skipped the goal step. Did I commit career sabotage?

No. OKRs can be created any time from the OKRs page. See OKRs & KPIs for what to write in them.

Help / Getting started / Onboarding

Onboarding

For new users · ~4 min read · Last reviewed 22 July 2026

Seven steps, ten minutes, one fully wired client workspace. The wizard saves as you go and provisions everything at the end — so you can wander off for coffee at step 4 without losing anything.

Before you start

A signed-in SeoKestrel account (see Sign-up & sign-in).
Your first client’s domain, and ideally its Search Console property string — copied exactly from Search Console.
Team members’ email addresses, if you want to add them now.

The 7 steps

Welcome — a little about you and your agency.
Your first client — name and domain. This becomes the client workspace.
Connect data — record the Search Console property and Plausible site. (The Google account connection itself happens in Settings → Integrations — see Connecting data.)
Invite your team — emails and roles. Accounts are created immediately and each new teammate receives an invitation email with sign-in instructions.
Set a goal — optionally define your first OKR. Skippable; the quarter will still judge you either way.
Reports — who receives the monthly PDF, and on which day of the month.
Review — confirm. SeoKestrel creates the client, makes you head-of-seo on it, seeds the default reporting cadences, starts connecting the SeoSwift site crawler in the background, and drops you on the client overview.

Your next client — the short wizard

The 7-step wizard runs once per account, but adding clients never stops being a wizard. Open the client switcher in the top bar and choose Add client: four steps — New client → Connect data → Set a goal → Review — with the same finishing moves. You become head-of-seo on the new client, default reporting cadences are seeded, and the crawler connection starts in the background. Team invites and report recipients are deliberately not in this flow — both live in Settings.

Good to know

Property strings must match Search Console exactly — sc-domain:example.com and https://example.com/ are different properties. The wrong one means no data and a sad dashboard.
Step 4’s invitation emails don’t gate anything: accounts exist the moment you finish the wizard, so a teammate whose email went to spam can still just sign in with that address.
The crawler connection can be declined by plan limits. If Settings → Integrations shows “Could not connect — SeoSwift declined (plan limits?) or is unreachable.”, the Connect button retries it once you have headroom.

FAQ

I invited a colleague during onboarding and they got nothing. Bug?: They should have received an invitation email — ask them to check spam. Either way their account exists already: they just sign in at seokestrel.com with that email (magic link or Google).
Can I re-run the wizard?: The 7-step first-run wizard is once per account. Adding a client later opens the 4-step wizard instead — and everything either wizard does can also be done from Settings.
I skipped the goal step. Did I commit career sabotage?: No. OKRs can be created any time from the OKRs page. See OKRs & KPIs for what to write in them.